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Industry top-down

Communication Equipment

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

20 companiesMedian revenue YoY: +18.7%EPS beat rate: —

AI industry top-down

The telecommunications equipment industry generally showed mixed results. While the median revenue growth rate was 11.04%, there were significant variations among individual companies. Some companies achieved strong double-digit revenue growth, while others experienced revenue declines. EPS also showed a mix of increases and decreases across companies, indicating no consistent trend. Analyst opinions on major companies also presented a mix of positive outlooks and cautious perspectives.

  • Widening disparity in sales growth rates among companies
  • Continued mixed trends in EPS changes
  • Mixed analyst opinions on major companies
Where companies diverge: High revenue growth in some companies contrasted with revenue decline in others · Significant divergence in EPS changes

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
CSCOCISCO SYSTEMS, INC.FY2026 Q3$15.84B+12.0%$0.85+37.1%—
LITELumentum Holdings Inc.FY2025 Q3$425.2M+16.0%$-0.64——
HPEHewlett Packard Enterprise CoFY2026 Q3$12.21B+33.7%$1.06——
MSIMotorola Solutions, Inc.FY2026 Q2$3.13B+13.3%$3.33+9.5%—
CIENCIENA CORPFY2026 Q3$1.67B+37.0%$1.83——
UIUbiquiti Inc.FY2026 Q3$788.2M+18.7%$3.86+29.5%—
ASTSAST SpaceMobile, Inc.FY2022 Q3$4.17M+70.1%$-0.18——
ZBRAZEBRA TECHNOLOGIES CORPFY2026 Q2$1.56B+20.4%$4.85+121.5%—
VSATVIASAT INCFY2027 Q1$1.16B-1.2%$-0.38——
VIAVVIAVI SOLUTIONS INC.FY2026 Q3$406.8M+42.8%$0.03-66.7%—
AAOIAPPLIED OPTOELECTRONICS, INC.FY2026 Q2$191.92M+86.4%$-0.28——
000500GAON CABLE CO.,LTDFY2026 Q2₩869.39B+35.1%₩768.00-11.2%—
ONDSOndas Inc.FY2026 Q2$83.77M—$-0.19——
BDCBELDEN INC.FY2026 Q2$750.16M+11.6%$1.74+13.7%—
DGIIDIGI INTERNATIONAL INCFY2026 Q3$138.67M+29.0%$0.40+48.1%—
EXTREXTREME NETWORKS INCFY2026 Q3$316.87M+11.4%$0.08+166.7%—
010170TAIHAN Fiberoptics Co.,LTDFY2026 Q2₩49.05B+17.8%₩3.00——
178320SEOJIN SYSTEM CO.,LTDFY2026 Q2₩410.18B+58.6%₩-652.00——
VISNVistance Networks, Inc.FY2026 Q2$319.6M-77.0%$1.21——
HLITHARMONIC INC.FY2026 Q2$133.46M-3.3%$-0.02——

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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